by Carl Mueller | Mar 26, 2025 | Product Tips & Tricks
In some cases, customers require that stamps are placed directly onto the document, rather than, or in addition to a cover page. DocBoss allows users to upload stamp templates, and stamp documents. The same variables as used on cover pages can be used in stamp...
by Alina Sonke | Mar 25, 2025 | Product Tips & Tricks
The Create Cards and Match option is available for documents related to Major Tags. This allows users to create cards from information in the file name, skipping the step to add manual cards on the project’s Card List. When running bulk match, if there is not...
by Carl Mueller | Mar 21, 2025 | Product Tips & Tricks
This article discusses single sign on (SSO) and the various options available to DocBoss users depending on your needs. What is SSO? SSO is a method of user authentication via an external identity provider. It allows users to log in to multiple services using a single...
by Carl Mueller | Mar 19, 2025 | Product Tips & Tricks
You can digitally sign documents before submittal to your EPC customer with the DocBoss eSignature function. DocBoss offers 2 eSignature options for outgoing documents: System Applied (Hidden) and User Applied (Visible). We’ve written at length about how to...
by Carl Mueller | Mar 17, 2025 | Product Tips & Tricks
Did you know that you can give your vendors and customers access to download and make submittals directly using DocBoss? You can do this through the simplified DocBoss portal. The video below shows you how to log into the supplier portal (for sub-suppliers) and upload...
by Carl Mueller | Mar 15, 2025 | Product Tips & Tricks
DocBoss users are expert suppliers of process equipment. We make them experts at the vendor documentation part too. Here are the benefits document controllers get with DocBoss. Reduce Clerical Time Do you find yourself drowning in paperwork and clerical tasks when...
